Group 1 - The core point of the article is that Lian De Equipment has won a bid for the BOE's 8.6-generation AMOLED production line project with a total bid amount of 157 million yuan [1] Group 2 - The winning bid confirms Lian De Equipment's position in the AMOLED production line sector, which is a significant area of growth in the display technology industry [1] - The project is expected to enhance Lian De Equipment's revenue and market presence in the competitive AMOLED manufacturing landscape [1]

Core Viewpoint - Egide Group has updated its 2024 financial statements following audit work, resulting in a restatement of the financial results under French GAAP instead of IFRS, with notable changes in revenue and net results [1][2][3]. Financial Results Summary - The updated 2024 revenue for Egide Group is €30.01 million, a decrease from the previously published €30.04 million, and down from €36.71 million in 2023 [3][4]. - The EBITDA (gross) for 2024 is reported at -€0.44 million, an improvement from -€0.49 million in the previous publication and -€1.02 million in 2023 [4]. - The operating result is -€2.02 million, slightly worse than the previously reported -€1.95 million, but an improvement from -€2.74 million in 2023 [4]. - The net result for the group is -€2.38 million, an improvement from -€2.48 million previously reported and -€3.07 million in 2023 [4]. Adjustments and Variances - Revenue adjustments include a decrease of €0.03 million for Egide SA due to deferred revenue adjustments [5][13]. - Personnel costs decreased by €0.15 million, primarily at Egide USA, from €3.9 million to €3.8 million [5][13]. - The exceptional result improved by €0.14 million, attributed to changes in the share of subsidies recognized in the income statement [8]. Auditor's Position - The statutory auditors have expressed reservations regarding the updated 2024 financial statements, leading to an inability to certify them [15]. - The main areas of uncertainty involve the availability of the 2024 annual financial report, which is scheduled for publication on June 30, 2025 [15][16]. Financial Calendar - The 2024 Annual Financial Report will be published on June 30, 2025, after the French market closure [17]. - Other key dates include the 2025 HY Revenue on July 30, 2025, and the 2025 HY Results on October 20, 2025 [17].

Core Viewpoint - The company, 联得装备, has become the first candidate for the bid of BOE's 8.6-generation AMOLED production line project, with a bid for automatic laminating machines at a price of 157 million yuan [1] Group 1 - The company has been selected as the first candidate for the bid related to BOE's AMOLED production line project [1] - The equipment involved in the bid is an automatic laminating machine (D-lami) [1] - The bid amount is 157 million yuan, indicating a significant contract value [1] Group 2 - The public announcement period for the bid is from June 23, 2025, to June 26, 2025 [1] - If the formal contract is signed and successfully implemented, it will have a positive impact on the company's future operating performance [1]

Core Viewpoint - Jabil is experiencing significant growth driven by the rapid adoption of artificial intelligence (AI) technology, particularly in the data center sector [1][2][3]. Financial Performance - Jabil's fiscal 2025 third-quarter revenue increased by 16% year-over-year, while earnings rose by 35% [5]. - The company has raised its full-year revenue forecast to $29 billion from $27.9 billion [5]. - Fiscal 2025 earnings per share are now expected to be $9.33, up from the previous estimate of $8.95 [6]. AI Demand and Investment - Jabil's AI revenue is projected to grow by 50% this year, reaching $8.5 billion, which will account for nearly 30% of the company's total revenue in fiscal 2025 [7]. - The company plans to invest $500 million to enhance its cloud and AI data center infrastructure manufacturing services [7][8]. - This investment aims to improve the design and manufacturing of complex AI server racks to meet increasing power and cooling requirements [8]. Market Outlook - The AI server market is expected to grow at an annual rate of 34% through 2030, indicating a strong future demand for Jabil's offerings [9]. - Jabil's annual capital expenditures are not expected to increase due to the planned $500 million investment, which should enhance profitability [9]. Stock Performance and Valuation - Jabil's stock has gained 45% in 2025, outperforming the Nasdaq Composite index, which increased by only 1% [11]. - The stock has a forward price-to-earnings ratio of less than 20, which is lower than the Nasdaq-100 index's average of 29 [11]. - Future earnings growth could lead to a higher valuation, with projections suggesting a potential stock price of $314, representing a 50% increase from current levels [12][13].

Core Viewpoint - Dazhu CNC, a PCB equipment supplier, is planning to list on the Hong Kong Stock Exchange just three years after its A-share listing, raising questions about its financial health and the timing of this move [3][9]. Company Overview - Dazhu CNC was established in 2002, focusing on the PCB sector, particularly in the core drilling process [3][4]. - The company successfully raised over 3.2 billion yuan during its A-share IPO in February 2022, achieving a high issuance price of 76.56 yuan per share [5][7]. Financial Performance - After a record revenue of over 4 billion yuan in 2021, Dazhu CNC's performance declined significantly, with revenues dropping by 31.72% to 2.786 billion yuan in 2022 and further down to 1.634 billion yuan in 2023 [9][10]. - The net profit also fell from 699 million yuan in 2021 to 435 million yuan in 2022, and further to 136 million yuan in 2023 [9][10]. Market Dynamics - The global drilling equipment market slightly decreased from 1.397 billion USD in 2021 to 1.38 billion USD in 2023, impacting Dazhu CNC's sales [10][13]. - The company's main revenue source, drilling equipment, accounted for over 60% of its income, but sales plummeted by over 73% from 2021 to 2023 [10][13]. Capital Structure and Control - Dazhu CNC's actual controller, Gao Yunfeng, has a high proportion of pledged shares, raising concerns about the stability of the company's control [3][21]. - Dazhu CNC has substantial cash reserves of 2.208 billion yuan as of March 31, 2025, and has generated over 1.2 billion yuan in operating cash flow from 2022 to 2024 [9][10]. Future Prospects - The upcoming Hong Kong listing aims to raise funds for building a factory in Singapore, expanding overseas marketing, and developing AI servers and PCBs for electric vehicles [7][9]. - Despite having sufficient liquidity, the rationale behind the decision to pursue additional fundraising through a Hong Kong listing remains questionable [9][18].

在夏季达沃斯论坛期间，对于公司下半年AI服务器方面的增长情况方面，工业富联轮值CEO刘宗长告 诉智通财经记者，"增势很好，肯定会维持现有的增势，我们认为会加速、倍速成长。"对于GB200的出 货情况，刘宗长表示，"（出货）很好，现在客户都是要很多的。" ...

Core Viewpoint - The rapid development of the information technology industry in China has significantly boosted the growth of the mica capacitor (CY) industry, with the market size projected to increase from 0.992 billion yuan in 2017 to 2.258 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 12.47% [1][16]. Industry Overview - Capacitors are essential components for storing electric charge and energy, with various types including gas, solid, and liquid dielectric capacitors, among which mica capacitors are a key category [3][5]. - Mica capacitors utilize natural mica as the dielectric medium, known for their high dielectric strength, low loss, and excellent thermal stability, making them irreplaceable by other capacitor types [5][11]. Market Growth - The mica capacitor industry in China is expected to grow significantly, driven by the increasing demand for high-performance and miniaturized electronic components [1][16]. - The market size of the mica capacitor industry is projected to reach 2.258 billion yuan by 2024, with a CAGR of 12.47% from 2017 [1][16]. Industry Development History - The mica capacitor industry has evolved through several stages, initially used as insulation materials in electrical equipment, and later expanding into various applications in electronics, power, and communication sectors [9][10]. - Technological innovations have become a key driver for the industry's growth, with new materials and processes enhancing the performance of mica capacitors [9][10]. Competitive Landscape - The mica capacitor market is characterized by intense competition among domestic and international companies, with domestic firms holding a significant market share due to cost advantages and localized services [17]. - Key players in the industry include Shaanxi Huamao Electronic Technology Co., Ltd., Green Energy (Shanghai) Energy Technology Co., Ltd., Chengdu Hongming Electronics Co., Ltd., and others [17][19]. Application Areas - Mica capacitors are widely used in high-frequency RF applications and satellite communication systems, benefiting from the rapid development of China's communication equipment manufacturing industry [14][16]. - The communication equipment manufacturing market in China is projected to grow from 2,106.598 billion yuan in 2018 to 2,755.288 billion yuan in 2024, with a CAGR of 4.58% [14]. Industry Chain - The upstream of the mica capacitor industry includes raw materials such as mica, metal foils, and various types of shells, while the downstream applications span electronics, power, and communication devices [11][12]. Future Trends - The industry is moving towards high-performance dielectric materials and automated, intelligent manufacturing processes, enhancing production efficiency and product quality [23][24]. - Mica capacitors are evolving from single energy storage components to multifunctional modules, integrating advanced features for applications in high-tech fields such as aerospace and renewable energy [25].

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Financial Data and Key Metrics Changes - Jabil reported Q3 net revenue of $7.8 billion, a 16% increase year over year, exceeding guidance by $800 million [5][11] - Core operating income reached $420 million with core operating margins at 5.4%, a 20 basis point improvement year over year [6][11] - Core diluted earnings per share for Q3 was $2.55, up 35% compared to the same quarter last year [7][11] Performance by Business Segment - Regulated Industries segment revenue was $3.1 billion, flat year over year, reflecting softness in EV and renewable markets [7][8] - Intelligent Infrastructure segment revenue was $3.4 billion, up approximately 51% year on year, driven by AI-related cloud and data center infrastructure [8][9] - Connected Living and Digital Commerce segment revenue was $1.3 billion, down approximately 7% year over year, mainly due to softness in consumer-driven products [9][10] Market Data and Key Metrics Changes - Inventory days decreased to 74 days, with cash flow from operations at $406 million for Q3 [10][11] - The company expects Q4 revenue for Regulated Industries to be $2.9 billion, down 5% year on year, while Intelligent Infrastructure is projected to grow to $3.3 billion, up approximately 42% year over year [12][13] Company Strategy and Development Direction - Jabil is focusing on expanding its U.S. manufacturing footprint, particularly in AI and data center infrastructure, with a planned investment of $500 million over several years [19][20] - The company aims to enhance core margins and optimize cash flow while returning value to shareholders through share repurchases [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate geopolitical uncertainties and highlighted the strength of its diversified portfolio [15][24] - The outlook for fiscal year 2025 has been raised to approximately $29 billion in revenue, with expectations of generating over $1.2 billion in adjusted free cash flow [25][26] Other Important Information - Jabil's debt to core EBITDA ratio is approximately 1.4 times, indicating a healthy balance sheet [11] - The company repurchased $339 million of its shares in Q3 and is on track to complete a $1 billion share repurchase authorization [11][12] Q&A Session Summary Question: Growth expectations for AI-related revenues - Management confirmed AI-related revenue is projected to reach $8.5 billion for fiscal 2025, with strong growth anticipated in the segment [31][32] Question: Operating margin improvement - Management indicated that achieving operating margins above 6% would depend on better capacity utilization and growth in higher-margin businesses [36][39] Question: Risks associated with sales growth - Management noted that the majority of revenue growth was not due to pull-in buying related to tariff uncertainties, particularly in capital equipment and cloud data center infrastructure [41][42] Question: U.S. manufacturing expansion rationale - The new U.S. investment is aimed at diversifying the customer base and not solely for existing customers [44][45] Question: Trends in the transceiver business - Management reported strong growth in the transceiver business, with demand for advanced products like 1.6T expected to increase in the near future [72][73] Question: Future capital allocation strategy - Management emphasized a commitment to returning value to shareholders through buybacks while remaining open to strategic acquisitions [62][64]

Bollène, June 16, 2025 – 06 :00pm (CET)Press Release Finalization of EGIDE Group's 2024 Financial Statements Egide Group (Euronext Growth Paris™- ISIN: FR0000072373 - Ticker: ALGID), worldwide provider of hermetic packages and connectors and heat dissipation solutions for sensitive electronic components informs its shareholders of the upcoming finalization of its 2024 financial statements. Following the press release of May 27, 2025, concerning the postponement of the Combined General Meeting, Egide Group p ...